Managing Exposures
Knowledge Exchange
Your portfolio is exposed to risk. What do you do?
Where do you turn for strategies to mitigate risk and position for growth?
Manage exposures & mitigate risk
With market volatility, increased interest rates, and inflation, your portfolios are exposed to more risks than ever before.
We work with clients to tackle these issues daily, helping organisations achieve their investment objectives and providing tools to buffer portfolios from market challenges. Here, our specialists share their insights on current challenges and ideas on the approaches that could support portfolios for whatever lies ahead.
Transition management
Webinar recording: Institutional Trading Calendar
A discussion on how certain days in the year have greater potential for elevated risk or reduced market liquidity.
- View the Institutional Trading Calendar
- Interim asset management: What's the cost in waiting?
- De-risking? Get your transition management plan in place first
- T+1 settlement: Is your FX trading impacted with the equity settlement shift to T+1?
- Q2 2024 update: Real-time risk exposure report
- Confessions of a transition manager
- Best practice for fixed income restructures
- Stuck between a rock and a hard place? How interim transition management can help
- Transitioning fixed income assets in fractured markets
Overlay services
Portable alpha: Divorcing and remarrying alpha and beta
Our director of customised portfolio solutions outlines key considerations for investors when implementing a portable alpha strategy.
- The power of an Overlay program: 13 short case studies
- Portfolio rebalancing, Part 3: Exposure management strategies in an overlay program
- Portfolio rebalancing, Part 2: The private markets puzzle
- Portfolio rebalancing, Part 1: The ideal rebalancing range
- Q2 2024 update: Real-time risk exposure report
- Confessions of an overlay manager
Currency management
Confessions of a currency manager
Our global head of fixed income and foreign exchange reveals lessons learned from years of working in currency markets.
- Absolute Return Currency Strategy
- Case study: How a currency management strategy can work as a diversifier
- Don't ignore currency exposures when investing globally
- Capturing the reward side of currency exposure: Lessons from Japan
- A multi-factor approach to dynamic currency hedging: A case study for Australian investors
Trading & execution
Quarterly Trading Report
Access all of our key observations from the three largest asset classes we trade each quarter.
- The big shifts: Street-level insights from the trading desk
- T+1 settlement: Is your FX trading impacted with the equity settlement shift to T+1?
- Fixed income trading evolution
- How do clients rate their outsourced trading providers?
- Are investors paying too much for FX trading? Streamlining trading practices for price enhancement.
- Diversity firm inclusion in trading venues
- The right stuff – How to find the right (outsourced) trading partner
- How has COVID-19 affected trading capabilities?
Completion portfolios
Equity Factor Report - Q3 2024: Value and low volatility strategies rally
The third quarter brought a significant shift in factor portfolio performance, with Value and Low Volatility strategies outperforming while Growth and Momentum strategies—which had shined in the previous two quarters—underperformed.
- Equity Factor Report - Q2 2024: Momentum strategies continue their advance
- Equity Factor Report - Q1 2024: Momentum strategies shine
- Equity Factor Report - Q4 2023: Growth strategies rally on the prospect of lower interest rates
- Equity Factor Report - Q3 2023: Value strategies rally as bullish sentiment dampens
- Factor investing and U.S. recessions: How have key equity factors performed on a historical basis?
- Selecting good managers is hard. Managing portfolios of good managers is even harder. Completion portfolios can help.
- Completion portfolios: Precisely aligning your portfolio with your strategic beliefs
- Repurposing a passive allocation with a completion portfolio
Enhanced Portfolio Implementation
Enhanced Portfolio Implementation: Improving operational efficiency and maximising alpha preservation
Explore the potential benefits in our full white paper to discover how EPI can redefine your fund's investment strategy.
CUSTOMISED PORTFOLIO SOLUTIONS
Gain greater portfolio control, limit costs, reduce risk, and enhance returns
Investment teams face significant pressure – a squeeze on fee budgets, scrutiny of governance approaches, and challenging market conditions – all driving increased demand for agile processes and a need to reach further globally to access new sources of return.
Combine your internal resources with our global implementation services capabilities. Designed to support in-house investment teams, we have a suite of services that can be customised in combination or delivered as discreet solutions to help you tackle your investment challenges.
Take a look into our capabilities and see how we can help you.
PARTNER
WITH US
Get in touch with us through this form and we'll reach out to you.
Richard Coia
Director, Large Markets